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&Partners’s Wintrust Financial WTFC Stock Holding History

&Partners’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
7,504
+49
+0.7% +$7.37K ﹤0.01% 1315
2026
Q1 		$1.04M Sell
7,455
-1,632
-18% -$237K 0.01% 1279
2025
Q4 		$1.27M Sell
9,087
-942
-9% -$125K 0.01% 1095
2025
Q3 		$1.33M Sell
10,029
-1,295
-11% -$171K 0.01% 957
2025
Q2 		$1.4M Buy
11,324
+4,972
+78% +$570K 0.01% 826
2025
Q1 		$706K Buy
6,352
+922
+17% +$114K 0.01% 976
2024
Q4 		$695K Buy
5,430
+2,882
+113% +$356K 0.01% 919
2024
Q3 		$277K Buy
+2,548
New +$266K 0.01% 1140

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

&Partners's WTFC Position: Q2 2026 in Review

&Partners increased its Wintrust Financial (WTFC) stake by 0.66% in Q2 2026, buying an estimated $7.37K and bringing the position to 7,504 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

&Partners first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q2 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • &Partners held 7,504 shares of Wintrust Financial worth $1.17M as of Q2 2026.
  • &Partners bought 49 Wintrust Financial shares in Q2 2026, an estimated $7.37K.
  • Wintrust Financial made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1315 holding.
  • &Partners first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • &Partners's Wintrust Financial position peaked at $1.4M in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.